Product Design

Walmart GDP Finance Dashboard

I led the UX for Walmart stores GDP finance team dashboard workflows. The dashboard aims to develop a centralized platform consolidating financial data from all stores, providing actionable insights through interactive dashboards.

My Role

Senior UX/UI Designer (Consultant)

I was the sole designer and led design for the entire lifecycle of the product.

Project Duration

6 Months for both web based dashboard and Mobile Application for iOS and Android.

Team Size

1 Designer

Design Manager – I provided weekly project updates to this manager.

Project Background

Currently, all Walmart stores’ GDP (Global Data Portal) finance data are dispersed across spreadsheets and various system platforms. Thus, a unified view of overall store health or the ability to offer role-based access for different finance users is lacking. By implementing this dashboard, the Business Intelligence (BI) team will enable streamlined access to critical financial metrics, improve decision-making, and offer customized views based on user roles within the store finance department.

Business Goal

As a finance team leaders who frequently travels across various stores throughout the year, team needs the ability to access and analyze store performance data in real-time, from any location. This includes the flexibility to view and compare selected store data via web, tablet, and mobile devices. By doing so, team can make informed financial decisions on the go, ensuring continuous business performance evaluation without being tied to a single location.

GDP Leadership Expectations

Centralize Store Performance Data:

Consolidate all store performance data (both Walmart and Sam’s Club) into a single platform to enhance data visibility and decision-making.

Regional Performance Insights:

Provide detailed analytics on top and bottom-performing stores within a specific region, city, or zip code, supporting localized performance management.

Customized Data Views:

Ensure that store data is accessible and filterable based on operational zone type and merchandising categories to enable targeted performance analysis.

Data Comparison Capability:

Enable the selection of up to three diffrent time lines to compare financial metrics on selected store, fostering data-driven insights into comparative performance.

Customizable Financial Data:

Offer full customization of financial data, including sales, basket size, wages, markdowns, receipts, and P&L, with time-based filters aligned to Walmart’s standard reporting periods for tailored financial analysis.

Comprehensive Report Generation:

Facilitate the generation and printing of detailed performance and financial reports to support executive decision-making and operational reviews.

Administrative Control:

Implement a robust admin panel to manage access, configurations, and user permissions, ensuring secure and efficient oversight of the platform.

Scope of Work in each stage (Deliverables)

Research Stage

1:1 user interview with cross-functional leadership and team members.
UX strategy Plan
Personas
Data and Widget list
user story writing with acceptance criteria.

Concept & Design Stage

Dashboard Page structure
Use case analysis
All widgets’ concepts and detailed designs
Rapid Prototype (Invision)
Feasibility testing with Dev team

Business Presentation Stage

Design presentation with research data metrics, use cases, and stories.
A/B testing
Design iteration based on feedback
Presentations with metrics (Pre- and Post iteration)
Design signoff

PHASE 1: MVP

I started with a bare minimum template design for dashboard both web and mobile platforms.

Basic design language with consistent colors, typography and layout

Pulled content from spreadsheets into responsive dashboards with basic navigation structure.

Information Architecture is key point in this stage

PHASE 2: Gather insights

I conducted workshops and 1:1 interviews with Finance team executives and BI team to understand the key drivers, primary and secondary users and set clear context for the dashboards

Data Analysis, Data visualisation, Conceptualize, prototype and test with users (GDP finance team functional SMEs and BI data team)

Iterate and get buyins from stakeholders

PHASE 3: Scalable Framework

Design tenets for storytelling with data visualization

Setting up a design process that will understand the requirement and recommend an optimal dashboard design

Repository of data vizualizations and diagrams

Dashboard Highlights

In this finance dashboard, we covered various finance data, such as Sales, Basket, wages, Markdowns, Receipts, Shrink, and Profit and loss data by operation zone and department categories for Walmart and Sam’s Club.

Dashboard supports both web and mobile (iOS and Android)